Fulcrum Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fulcrum Capital’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Sell	14,713 -1,487	-9%	-$156K	0.33%	45
2026 Q1	$1.58M	Sell	16,200 -663	-4%	-$66.2K	0.34%	44
2025 Q4	$1.62M	Sell	16,863 -307	-2%	-$29.5K	0.33%	43
2025 Q3	$1.66M	Sell	17,170 -1,319	-7%	-$125K	0.34%	41
2025 Q2	$1.7M	Sell	18,489 -2,812	-13%	-$243K	0.36%	42
2025 Q1	$1.81M	Sell	21,301 -1,908	-8%	-$170K	0.4%	39
2024 Q4	$2.05M	Hold	23,209	–	–	0.43%	39
2024 Q3	$2.05M	Hold	23,209	–	–	0.45%	41
2024 Q2	$1.88M	Hold	23,209	–	–	0.43%	40
2024 Q1	$1.95M	Hold	23,209	–	–	0.46%	41
2023 Q4	$1.8M	Sell	23,209 -4,170	-15%	-$296K	0.47%	41
2023 Q3	$1.9M	Hold	27,379	–	–	0.55%	41
2023 Q2	$2M	Sell	27,379 -108	-0.4%	-$7.51K	0.53%	42
2023 Q1	$1.92M	Hold	27,487	–	–	0.52%	42
2022 Q4	$1.85M	Hold	27,487	–	–	0.54%	42
2022 Q3	$1.71M	Hold	27,487	–	–	0.51%	44
2022 Q2	$1.78M	Hold	27,487	–	–	0.56%	40
2022 Q1	$2.15M	Hold	27,487	–	–	0.57%	37
2021 Q4	$2.28M	Hold	27,487	–	–	0.49%	41
2021 Q3	$2.15M	Hold	27,487	–	–	0.51%	40
2021 Q2	$2.18M	Sell	27,487 -136	-0.5%	-$10.6K	0.55%	38
2021 Q1	$2.04M	Buy	+27,623	New	+$2M	0.59%	38
2020 Q2	–	Sell	-103,653	Closed	-$4.47M	–	69
2020 Q1	$4.47M	Sell	103,653 -22,510	-18%	-$1.24M	2.03%	30
2019 Q4	$7.52M	Sell	126,163 -2,921	-2%	-$168K	2.33%	12
2019 Q3	$7.22M	Sell	129,084 -3,340	-3%	-$187K	2.47%	12
2019 Q2	$7.4M	Sell	132,424 -7,371	-5%	-$404K	2.71%	10
2019 Q1	$7.54M	Sell	139,795 -593	-0.4%	-$30.7K	2.85%	8
2018 Q4	$6.53M	Buy	140,388 +12,376	+10%	+$624K	2.94%	11
2018 Q3	$7.06M	Sell	128,012 -384	-0.3%	-$21K	2.75%	10
2018 Q2	$6.81M	Sell	128,396 -1,324	-1%	-$69.7K	3.25%	9
2018 Q1	$6.7M	Sell	129,720 -1,940	-1%	-$102K	2.18%	12
2017 Q4	$6.85M	Buy	+131,660	New	+$6.68M	2.22%	9

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fulcrum Capital's IWR Position: Q2 2026 in Review

Fulcrum Capital reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.2% in Q2 2026, selling an estimated $156K and leaving 14,713 shares worth $1.62M. The position accounts for 0.33% of the portfolio, ranked #45.

Fulcrum Capital first reported a position in IWR in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.54M in Q1 2019. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fulcrum Capital held 14,713 shares of iShares Russell Mid-Cap ETF worth $1.62M as of Q2 2026.
Fulcrum Capital sold 1,487 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $156K.
iShares Russell Mid-Cap ETF made up 0.33% of Fulcrum Capital's portfolio in Q2 2026, its #45 holding.
Fulcrum Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
Fulcrum Capital's iShares Russell Mid-Cap ETF position peaked at $7.54M in Q1 2019.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.